Position in HGV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,981,732
+$776,328 QoQ
Shares Held
37,841
+22.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 300 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HGV Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $50,482,116 across 13 Resorts & Casinos names. HGV ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BYD |
Boyd Gaming Corp
|
177,568 | $15,684,581 | |
| 2 | MCRI |
Monarch Casino & Resort Inc
|
72,447 | $9,534,749 | |
| 3 | MGM |
MGM Resorts International
|
143,802 | $6,875,172 | |
| 4 | LVS |
Las Vegas Sands Corp
|
102,090 | $4,715,536 | |
| 5 | RRR |
Red Rock Resorts, Inc.
|
43,419 | $2,824,839 | |
| 6 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
26,931 | $2,743,729 | |
| 7 | PENN |
PENN Entertainment, Inc.
|
104,490 | $2,231,905 | |
| 8 | HGV |
Hilton Grand Vacations Inc.
This page
|
37,841 | $1,981,732 |
All Filings in HGV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,981,732 | 37,841 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,205,404 | 30,813 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,300,927 | 29,071 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,036,092 | 24,781 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $873,085 | 21,023 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $980,254 | 26,203 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $717,069 | 18,410 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $558,636 | 15,381 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $531,086 | 13,136 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $848,599 | 17,975 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $289,616 | 7,208 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||